Admin Action

Manage members

Use Members to review roster details, onboard new team members, and monitor coverage status.

Steps

  1. 1.Open Members from the admin navigation.
  2. 2.Review class, remaining, annual limit, and coverage status details for each member.
  3. 3.Click Add member to open the invitation modal.
  4. 4.Complete invite details, class selection, and confirmation checkbox.
  5. 5.Use the row action menu to resend pending invites, move classes, view claims, or start a termination.

Supporting screenshots

Member roster with class and allowance visibility.

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Member roster with class and allowance visibility.

Add member modal used for onboarding invitations.

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Add member modal used for onboarding invitations.